+1,309.1%
WDC vs APO
+943.6%
+365.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.4% |
| 7D | +7.5% | -1.0% | +8.5% | +8.0% |
| 30D | +10.1% | -0.4% | +10.4% | +9.6% |
| 3M | -6.8% | -0.9% | -5.9% | -7.0% |
| 6M | +84.1% | +22.1% | +62.0% | +62.7% |
| YTD | +180.3% | -8.4% | +188.6% | +187.3% |
| 1Y | +411.1% | -0.9% | +412.0% | +395.3% |
| 3Y | +1,375.0% | +56.1% | +1,318.9% | +987.6% |
| 5Y | +991.6% | +136.0% | +855.6% | +516.7% |
| 10Y | +1,309.1% | +949.3% | +359.8% | +283.7% |
| All | +1,309.1% | +943.6% | +365.5% | +283.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling